# Paul Barry

> Paul Barry is a fee-only financial advisor at Middle Street Capital in Portsmouth, New Hampshire. Paul charges a percentage of assets (0.5% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/paul-barry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Middle Street Capital
- **Based in:** Portsmouth, New Hampshire
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5% a year on the first tier of assets managed
- **Assets under management (firm):** $132.1M across 248 accounts
- **CRD:** 2199987 (https://adviserinfo.sec.gov/individual/summary/2199987)
- **SEC registration:** Investment adviser representative in MA, ME, NH
- **Exams passed:** Series 63 (1992), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.middlestreetcapital.com

## Frequently asked questions

### Is Paul Barry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Middle Street Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul charges a percentage of assets.

### How much does Paul charge?

According to Middle Street Capital's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.

### Where is Paul Barry based?

Paul Barry is based in Portsmouth, New Hampshire.

### Is Paul Barry registered with the SEC?

Yes. Paul Barry is registered as an investment adviser representative in MA, ME and NH (CRD 2199987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Middle Street Capital manage?

Middle Street Capital reports $132.1M across 248 accounts in assets under management.

### How do I contact Paul Barry?

Through Paul's website, www.middlestreetcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2199987): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.middlestreetcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.